Client Service Coordinator

Client Service Coordinator

We are pleased to be leading this search on behalf of one of our outstanding local clients in the financial services space. We are seeking a Client Service Coordinator to join an institutional investment management team. This position is responsible for serving as a service resource for the firm's clients, focusing on client service excellence and continuity.

Core Role Responsibilities

• Provide support and work closely with advisors in onboarding and management of client relationships
• Manage client relationships proactively; follow-up with clients; maintain complete records and files
• Research and resolve moderate to highly complex account issues
• Prepare client meeting presentation materials
• Prepare sales and marketing presentations and assist with RFP responses
• Primary contact for general office duties, such as handling of mail, office vendors, ordering supplies, building management inquiries, etc
• Maintain CRM system (HubSpot)
• Assist with social media postings
• Provide support to executive leaders

Desired Traits

• Demonstrate ability to onboard new clients, resolve client issues, account openings, and transfers
• Display out-of-the-box thinking for practical client service solutions
• Demonstrate effective time management of workload with the ability to prioritize tasks/projects
• Demonstrate strong administrative skills; handle all operation needs across advisor teams; provide recommendations for operation improvements
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and outside parties to resolve issues and achieve goals
• Demonstrate excellent written and verbal communication skills
• Comfortable and effective in a dynamic, flexible work environment requiring high degrees of accountability and self-motivation

Desired Qualifications

• Bachelors degree or 3+ year's experience in a client service role in the industry
• Preferred industry-related experience, RIA/Broker experience-highly desired
• Working knowledge of financial investment concepts and practices
• Excellent customer service and customer retention skills
• Strong written and verbal communications skills, with customer focus
• Strong working knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Compensation and Benefits

• Attractive starting salary based on experience
• Bonus opportunities: Based on firm wide profitability metrics
• Unlimited PTO
• Health, Dental, Eye Insurance
• 401(k) Plan
• Lifetime learning program: Financial reimbursement for professional development up to $3,000/year